Tag: #UkraineCrisis

Farewell 2022 🥃

January 11, 2023January 17, 2023 Ryan JueMarket Musings, Research#BigTech, #COVID19, #COVIDRecovery, #Flight2Safety, #InflationFears, #RisingYields, #RiskOn, #UkraineCrisis

Despite opening on #COVIDRecovery optimism, 2022 was a year of skyrocketing #InflationFears, global #UkraineCrisis shock, and #RisingYields disbelief

Recession Reset 🔄

September 27, 2022September 27, 2022 Ryan JueMarket Musings, Research#InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis, Dollar Cost Averaging

Markets finally coming to terms with aggressive Fed focused on combating inflation. Soft landing recession likely out. What’s next?

Extinguishing Inflation 👩‍🚒💦🔥

September 25, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis

Fed warns markets with economic slowdown and increasing unemployment expectations

Europe Energy Escalation 🇪🇺

September 11, 2022 Ryan JueResearch, Weekend Update#RevengeTravel, #RisingYields, #UkraineCrisis

Markets shake off Russia escalating energy conflict

Conflicting Consumer 🧐

July 10, 2022July 10, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Consumer confidence sentiment U-turn drives market recovery rally

Halftime Report 🏈

July 6, 2022July 6, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Dividends, #Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis, Bear Market

Halftime 2022－we’re down -21% YTD with a recession looming. Where do we go from here?

75 is the new 50 (for real) 💸

June 20, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #COVID19, #InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis

Markets sink with Fed forced to aggressively hike rates to combat surging inflation

Welcome to Bear Territory 🐻

June 16, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #COVIDRecovery, #Flight2Safety, #Growth, #InflationFears, #RecessionResilient, #RecessionWatch, #RisingYields, #UkraineCrisis, Bear Market, Bull Market, Dollar Cost Averaging, Fed, Recession

With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.

Financial Hurricane 🌪

June 5, 2022June 4, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RecessionWatch, #RisingYields, #SupplyScare, #UkraineCrisis

Financial “hurricane” warning as investors debate recession forecast

Time to Get Greedy 😈

May 18, 2022May 18, 2022 Ryan JueMarket Musings, Research#COVID19, #InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis, Bear Market, Bull Market, Dollar Cost Averaging

Market Musings 5/18/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! S&P 500 creeping into bear market territory with likely recession near-term. While we’re not calling (nor expecting) a market bottom here, we do believe this is the time to start getting greedy. “Fearful Read More